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Financial advice

2024 Customer Survey: Wealth APAC

Earlier this year, we introduced Loop, our feedback program that’s all about you. We prioritised giving you more opportunities to share your feedback, helping us continuously improve both our products and services.

Kerry Ong  |  3 min read
10 September 2024
Trading

Pushing data to the limit

Navigating the complexities of global markets may depend on the data and integration of technology, but human expertise and spirit will make it happen in the right way and truly push the limit.

Eric Kuah  |  5 min read
10 September 2024
Upfront podcast

Upfront S3, Episode 6 - Change the Subject

Is a fear of maths putting people off finance? Financial adviser Emmanuel Asuquo chats to mathematician and comedian Adam Spencer about worsening numeracy levels and the impact on financial education and advice.

Upfront Series 3  |  10 min read
04 September 2024
Upfront podcast

Upfront S3, Episode 5 - Do you mind?

Are financial services doing enough to help neurodivergent people? Emmanuel Asuquo chats to behavioural finance expert Krystle McGilvery about how the industry can better support and serve its neurodiverse clients.

Upfront Series 3  |  8 min read
21 August 2024
Upfront podcast

Upfront S3, Episode 4 - Shift Happens

What's shaking up the financial advice sector? Emmanuel Asuquo talks to Deloitte's John O'Mahony and Prof. Deen Sanders about a big shift heading our way - and what every financial adviser needs to do about it.

Upfront Series 3  |  12 min read
07 August 2024
Trading

The Time for Cloud

We are at a very interesting moment in trading technology as the movement to the cloud gains momentum.

Luke Deller  |  4 min read
30 July 2024
Upfront podcast

Upfront S3, Episode 3 - It's not fair

Is financial services failing women? Emmanuel Asuquo explores the gender wealth gap and what the industry should do about it with Future Females in Finance founder Camilla Love.

Upfront Series 3  |  10 min read
24 July 2024
Upfront podcast

Upfront S3, Episode 2 - It's Showtime!

What do the most successful financial advisers do differently? Emmanuel Asuquo gets some ideas on how to grow your income and client base from financial advice marketing expert Philip Calvert.

Upfront Series 3  |  11 min read
10 July 2024
Social responsibility

Embracing LGBTQIA+ allyship in the workplace

June marks Pride month. Here's what we've been up to, to advocate for the rainbow community.

Jess Sayer  |  5 min read
04 July 2024

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